Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$628K Sell
2025
Q2
$1.09M Buy
2022
Q4
Sell
2022
Q3
$409K Hold
2022
Q2
$397K Hold
2022
Q1
$452K Hold
2021
Q4
$403K Buy
2020
Q4
Sell
2020
Q3
$270K Hold
2020
Q2
$297K Hold
2020
Q1
$199K Sell
2019
Q4
$498K Buy